Partner And Co-Founder
A2 Capital Insurance Services
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Bob Zerbe Email & Phone Number
Partner and Co-founder
at
A2 Capital Insurance Services
LinkedIn matched
✓ Verified Jun 2026
2 data sources
Profile completeness 71%
Current company
Role
Partner and Co-founder
Location
Charlotte, North Carolina, United States
Who is Bob Zerbe? Overview
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Quick answer
Bob Zerbe is listed as Partner and Co-founder at A2 Capital Insurance Services, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Bob Zerbe.
Bob Zerbe previously worked as Principal at Z Benefit Solutions Llc and Partner/Co-founder at A2 Capital Insurance Services.
Company email context
Email format at A2 Capital Insurance Services
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A2 Capital Insurance Services
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Profile bio
About Bob Zerbe
Bob Zerbe is a Partner and Co-founder at A2 Capital Insurance Services. Colleagues describe him as "Kramer Levin represented a PE firm that acquired & later securitized Bob's company's legacy commission streams. Working on these transactions spanning over a year, I got to know Bob well & dealt with him frequently. He has unsurpassed knowledge of bank-owed life insurance, agency business and life insurance generally and always brings sound judgment and insight to the task at hand. He works seamlessly with lawyers, bankers and other professionals to harmonize differences… Show more"
Current workplace
Bob Zerbe's current company
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6 roles
Bob Zerbe work experience
A career timeline built from the work history available for this profile.
Principal
CurrentBank-Owned Life Insurance (“BOLI”) and Corporate-Owned Life Insurance ("COLI") advisor with specialization in private placement variable universal life separate account with stable value wrap. Advisory expertise in product optimization, stable value wrap structuring, and bank supervisory expected risk management processes consistent with safe and sound.
Apr 2004 - Present
Partner/Co-Founder
Current
A2 Capital Insurance Services
Strategic partnership with private equity on Bank-Owned Life Insurance opportunities.
Sep 2007 - Present
Board Member
Current
Greenspoint Capital Llc
Special purpose investment entity for run-off book of Bank-Owned Life Insurance receivables.
Sep 2015 - Present
Vice President - Treasury Group
Managed BOLI / COLI portfolio, carrier / provider relationships, regulatory compliance, Non-Qualified Deferred Compensation (“NQDC”) plan funding and hedging strategies, and chaired the Pension & Benefits Committee, a fiduciary subcommittee to the Board of Directors.
Feb 2002 - Apr 2004
Oct 1993 - Feb 2002
FAQ
Frequently asked questions about Bob Zerbe
Quick answers generated from the profile data available on this page.
What company does Bob Zerbe work for?
Bob Zerbe works for A2 Capital Insurance Services.
What is Bob Zerbe's role at A2 Capital Insurance Services?
Bob Zerbe is listed as Partner and Co-founder at A2 Capital Insurance Services.
Where is Bob Zerbe based?
Bob Zerbe is based in Charlotte, North Carolina, United States while working with A2 Capital Insurance Services.
What companies has Bob Zerbe worked for?
Bob Zerbe has worked for A2 Capital Insurance Services, Z Benefit Solutions Llc, Greenspoint Capital Llc, Wachovia Corp, and Ey.
How can I contact Bob Zerbe?
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